The Meb Faber Show – Minute Alphα

#280 – Matthew O’Connor, AdQuick – People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry

In episode 280, we welcome our guest, Matthew O’Connor, co-founder of AdQuick, the first true marketplace for out-of-home advertising, providing end-to-end tools to improve the out of home…

Post date Jan 19, 2021
Post categories In The Meb Faber Show

#279 – Kevin Davitt, John Hiatt, Cboe – Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact

In episode 279, we welcome our guests, Kevin Davitt and John Hiatt, both of whom work for the Cboe as the Senior Options Institute Instructor and VP of…

Post date Jan 14, 2021
Post categories In The Meb Faber Show

#278 – Lucas White, GMO – Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market

In episode 278, we welcome our guest, Lucas White, a portfolio manager for the Resources and Climate Change Strategies at GMO. In today’s episode we’re talking all about…

Post date Jan 12, 2021
Post categories In The Meb Faber Show

Episode #277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso

Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso Hear Rick Rule discuss the…

Post date Jan 07, 2021
Post categories In The Meb Faber Show

The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors

Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to be released as…

Post date Jan 05, 2021
Post categories In The Meb Faber Show

#276 – Craig Wichner, Farmland LP – There’s $2.7T Worth Of Farmland In The U.S…And That’s The Same Economic Value As All The Apartment Buildings In The U.S Or All The Office Buildings In The U.S.

In episode 276, we welcome our guest, Craig Wichner, Founder of Farmland LP, a leading investment fund that generates returns by converting conventional commercial farmland to sustainable farmland.…

Post date Dec 31, 2020
Post categories In The Meb Faber Show

#275 – David Lau, DPL Financial Partners – The Root Of All Evil When It Comes To Annuities Are Commissions

In episode 275, we welcome our guest, David Lau, Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared…

Post date Dec 29, 2020
Post categories In The Meb Faber Show

#274 – Mitch Baruchowitz, Merida Capital Partners – Is The Trade Over? No…It’s Just Getting Going In Some Ways

In episode 274, we welcome our guest, Mitch Baruchowitz, a Managing Partner at Merida Capital Partners, a private equity fund targeting fundamental growth drivers underpinning the rapid development…

Post date Dec 24, 2020
Post categories In The Meb Faber Show

#273 – Adam Moelis, Yotta Savings – Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck

In episode 273, we welcome our guest, Adam Moelis, co-founder and CEO of Yotta Savings, which allows users to save money, earn over 2x the national average in…

Post date Dec 22, 2020
Post categories In The Meb Faber Show

#272 – Best Idea Show – Tobias Carlisle, Acquirers Fund – There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement

In episode 272, we welcome our guest, Tobias Carlisle, founder and managing director of Acquirers Funds, where he serves as the portfolio manager of the firm’s deep value…

Post date Dec 17, 2020
Post categories In The Meb Faber Show